LNC
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Lincoln National Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Lincoln National Corp’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-24,627
Closed -$4.8M – 613
2024
Q1 		$4.8M Buy
24,627
+8,470
+52% +$1.58M 0.08% 165
2023
Q4 		$2.83M Buy
16,157
+10,841
+204% +$1.78M 0.05% 228
2023
Q3 		$818K Sell
5,316
-696
-12% -$111K 0.02% 459
2023
Q2 		$953K Buy
6,012
+1,050
+21% +$153K 0.02% 430
2023
Q1 		$689K Sell
4,962
-3,206
-39% -$416K 0.01% 484
2022
Q4 		$985K Buy
8,168
+58
+0.7% +$7.21K 0.02% 362
2022
Q3 		$969K Buy
8,110
+3,432
+73% +$461K 0.02% 337
2022
Q2 		$586K Sell
4,678
-4,532
-49% -$622K 0.01% 459
2022
Q1 		$1.46M Sell
9,210
-3,195
-26% -$498K 0.03% 276
2021
Q4 		$2.15M Sell
12,405
-84
-0.7% -$14K 0.04% 212
2021
Q3 		$1.91M Buy
12,489
+44
+0.4% +$6.94K 0.04% 210
2021
Q2 		$1.87M Sell
12,445
-594
-5% -$85K 0.04% 213
2021
Q1 		$1.75M Sell
13,039
-778
-6% -$104K 0.04% 206
2020
Q4 		$1.84M Buy
13,817
+812
+6% +$102K 0.05% 189
2020
Q3 		$1.58M Sell
13,005
-88
-0.7% -$10.4K 0.05% 191
2020
Q2 		$1.4M Buy
13,093
+9,905
+311% +$971K 0.04% 194
2020
Q1 		$269K Buy
3,188
+919
+41% +$87.5K 0.01% 470
2019
Q4 		$219K Buy
+2,269
New +$207K 0.01% 579

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Lincoln National Corp's IWY Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 24,627 shares — an estimated $4.8M sold.

Lincoln National Corp first reported a position in IWY in Q4 2019 and held it in 18 quarters. The position peaked at $4.8M in Q1 2024. 505 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 24,627 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $4.8M.
  • Lincoln National Corp first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 18 quarters.
  • Lincoln National Corp's iShares Russell Top 200 Growth ETF position peaked at $4.8M in Q1 2024.
  • 505 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.